+2,981.5%
MUU vs TMO
+27.8%
+2,953.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.8% | +12.4% | +11.9% |
| 7D | +17.4% | -1.4% | +18.7% | +17.9% |
| 30D | +24.0% | +6.2% | +17.7% | +21.0% |
| 3M | -23.9% | +27.5% | -51.4% | -32.7% |
| 6M | +284.4% | +20.0% | +264.5% | +259.4% |
| YTD | +583.7% | +6.1% | +577.6% | +651.3% |
| 1Y | +2,981.5% | +25.8% | +2,955.6% | +2,617.3% |
| All | +2,981.5% | +27.8% | +2,953.7% | +2,617.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TMO.
Daily Out/Under-Performance
Portfolio return minus TMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TMO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling